Copy Projects

When a user copies a project, all of the following items can also be copied:

  • Users assigned to all tasks in all plans in the project
  • Task dependencies for all tasks in all plans in the project
  • Tags assigned to all tasks in the project
  • Work List Event rules for plans
  • Work List Event rules for tasks
  • Work List Event validations for plans
  • Work List Event validations for tasks

To copy a project:

  1. Select Project in the Navigation pane.

  2. Select a project NAME.

  3. Click Copy Project.

    NOTE: All items are enabled for copying by default.

  4. Click a check box to disable it if an item should not be copied.

  5. Click Edit.

    View the field descriptions for the Copy Project page

  6. Enter a suffix in the Task Copy Suffix field if the names of all copied tasks should have a suffix.

  7. Enter a name for the copied project in the Name field to change the default value, if necessary.

  8. Click Save.

  9. Click Copy Project; a confirmation message displays.

  10. Click Ok.

This copy displays on the Project page, and can be used like any other project.

NOTE: The user who clicked Copy to create the copy of the project is granted access to the newly created project. The project is added to the Project security definition.